servicexpert

Sumac is powerful, customizable case management software built for nonprofits. It helps you streamline client intake, track services, and manage programs with ease. Whether you're supporting families, running a shelter, or delivering health or community services, Sumac adapts to your unique workflows. With extensions for donations, volunteers, grants, and memberships, Sumac can become a complete nonprofit CRM. Features include web-based intake forms, e-signatures, built-in email marketing, and robust reporting—all in a secure, HIPAA & PIPEDA-compliant system. Your team can manage clients on the go using Sumac’s mobile-friendly Case Portal, and automate follow-ups with custom workflows and reminders. Plus, free live customer support is always included, so help is never far away. Trusted by thousands of nonprofits, Sumac gives you everything you need to manage services, engage supporters, and grow your impact—all from one place.

QUALO is a scalable, cloud-based software platform that addresses common data output and visualization challenges in behavioral health, community health, and healthcare, providing valuable insights without overwhelming clients, staff, administrators, and funders. The system combines data collection tools with customized evidence-based practice supports, ensuring the right information is collected at the right time. Additionally, it incorporates care coordination features that are specifically catered to meet the needs of human service providers. QUALO was built to integrate with other systems, including electronic health records, as a single point of data entry to augment the inherent data output and visualization limitations EHRs often present. Plus, QUALO’s responsive mobile friendly design ensures the platform can be accessed from any device, streamlining the entire data collection process.